Ardmore Road Asset Management’s Broadcom AVGO Stock Holding History

Ardmore Road Asset Management’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.8M	Sell	51,000 -16,762	-25%	-$5.52M	1.04%	40
2025 Q4	$23.5M	Buy	+67,762	New	+$24.2M	1.78%	24
2025 Q3	–	Sell	-200,000	Closed	-$55.1M	–	74
2025 Q2	$55.1M	Buy	+200,000	New	+$43.4M	4.56%	7
2025 Q1	–	Sell	-81,000	Closed	-$18.8M	–	41
2024 Q4	$18.8M	Sell	81,000 -169,000	-68%	-$31.3M	2.74%	13
2024 Q3	$43.1M	Buy	+250,000	New	+$40.1M	5.56%	3

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ardmore Road Asset Management's AVGO Position: Q1 2026 in Review

Ardmore Road Asset Management reduced its Broadcom (AVGO) stake by 25% in Q1 2026, selling an estimated $5.52M and leaving 51,000 shares worth $15.8M. The position accounts for 1.04% of the portfolio, ranked #40.

Ardmore Road Asset Management first reported a position in AVGO in Q3 2024 and has held it in 5 quarters since. The position peaked at $55.1M in Q2 2025. 4,665 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Ardmore Road Asset Management held 51,000 shares of Broadcom worth $15.8M as of Q1 2026.
Ardmore Road Asset Management sold 16,762 Broadcom shares in Q1 2026, an estimated $5.52M.
Broadcom made up 1.04% of Ardmore Road Asset Management's portfolio in Q1 2026, its #40 holding.
Ardmore Road Asset Management first reported a position in Broadcom in Q3 2024 and has held it in 5 quarters since.
Ardmore Road Asset Management's Broadcom position peaked at $55.1M in Q2 2025.
4,665 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Ardmore Road Asset Management's 13F filing for Q1 2026, filed 15 May 2026.